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AA Financial Advisors’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

AA Financial Advisors’s Portfolio BSMR Stock Details BSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$511K Sell
21,596
-5,455
-20% -$129K 0.07% 138
2025
Q4 		$640K Buy
27,051
+4,230
+19% +$100K 0.12% 112
2025
Q3 		$540K Buy
22,821
+13
+0.1% +$307 0.11% 108
2025
Q2 		$535K Buy
22,808
+2,196
+11% +$51.3K 0.12% 106
2025
Q1 		$485K Buy
20,612
+520
+3% +$12.3K 0.12% 104
2024
Q4 		$474K Sell
20,092
-2,226
-10% -$52.8K 0.13% 101
2024
Q3 		$529K Buy
22,318
+1,695
+8% +$40.1K 0.15% 98
2024
Q2 		$484K Buy
20,623
+1,704
+9% +$40.1K 0.17% 101
2024
Q1 		$448K Buy
+18,919
New +$449K 0.18% 97

Other funds holding BSMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return